Wealth Enhancement Trust Services
SPGI icon

Wealth Enhancement Trust Services’s S&P Global SPGI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$683K Sell
1,732
-427
-20% -$181K 0.07% 190
2026
Q2 		$879K Sell
2,159
-132
-6% -$55.7K 0.1% 164
2026
Q1 		$974K Buy
2,291
+1,609
+236% +$747K 0.12% 146
2025
Q4 		$356K Buy
+682
New +$337K 0.05% 219

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Vanguard Portfolio Management
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Capital International Investors
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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Trust Services's SPGI Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its S&P Global (SPGI) stake by 20% in Q3 2026, selling an estimated $181K and leaving 1,732 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #190.

Wealth Enhancement Trust Services first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $974K in Q1 2026. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Wealth Enhancement Trust Services held 1,732 shares of S&P Global worth $683K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 427 S&P Global shares in Q3 2026, an estimated $181K.
  • S&P Global made up 0.07% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #190 holding.
  • Wealth Enhancement Trust Services first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's S&P Global position peaked at $974K in Q1 2026.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.